Working with reports

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  • CJ Johnson

    @... Actually, you kind of can, if you make a personal dataset. I made a dataset for myself, and did not give anyone else permission to edit or view it. Then, queries I make for testing things out, do not appear in the query list to anyone else but me, because I am the only one with the permissions to see it.  Of course, an admin could give others access to it, but as long as you work with your admins on this, it shouldn't be too hard to keep it to just you. 

  • Katerina Louka


    Is there a way to add a specific tag to multiple queries at a time?

  • Thibaut

    Katerina Louka
    Currently we can only add a tag to one query at a time, however I believe this is a great idea and if you want you can add your feedback here: Feedback - Reporting and analytics (Explore)
    We keep a close eye on those threads to improve the product constantly!

  • Sy Sussman

    Is there a way to share a single query with someone without adding it to a dashboard?

  • Gab Guinto
    Zendesk Customer Care
    Hi Sy,
    As long as the agent has access to the dataset, then the user will be able to view the saved query. They can search for the query through the Queries page in Explore, or you can share with them a direct link to the report. Note that there is no View-only access for queries; when an agent opens a query, it opens the query builder, and they can make changes to the report.
  • Dan Chikanov

    why is there no "select all" reports to mass delete? Having to manually click over 2k reports is very very tiresome!


  • Ian Morgan

    Having now created many reports some of which were created after cloning Zendesk and my Dashboards and also while still finding my way around Explore it would be a great way of keeping these all together by adding a reporting tag in bulk rather than by entering each Report. In effect I could then create a separate folder for each Dashboard so that I can quickly see which Reports are being used in my Dashboard.


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